Position in SITC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$706,881
-$1,274,740 QoQ
Shares Held
130,904
-57.6% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 83.61012650491963.ToString("F0")%
Shared 0.ToString("F0")%
None 16.389873495080366.ToString("F0")%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $4,306,188,887 across 26 REIT - Retail names. SITC ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,672,420 | $1,058,076,493 | |
| 2 | O |
Realty Income Corp
|
13,833,893 | $846,357,566 | |
| 3 | REG |
Regency Centers Corp
|
10,283,412 | $778,042,941 | |
| 4 | KIM |
Kimco Realty Corp
|
21,549,272 | $484,212,136 | |
| 5 | ADC |
Agree Realty Corp
|
2,766,748 | $208,557,460 | |
| 6 | KRG |
Kite Realty Group Trust
|
6,512,762 | $159,888,303 | |
| 7 | MAC |
Macerich Co
|
7,904,430 | $149,393,724 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,913,087 | $112,696,902 |
All Filings in SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $706,881 | 130,904 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,981,621 | 308,664 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,055,598 | 561,110 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $5,346,370 | 472,712 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,766,961 | 527,022 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,826,092 | 511,844 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $9,342,774 | 519,043 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||